Trump said he will soon declare the Strait of Hormuz "U.S. territory" after defeating Iran. He called a blockade of Iran "unstoppable" and a "wall of steel," and said the U.S. is fully prepared to respond to Iran, will not allow Iran to continue related actions or to acquire nuclear weapons. He said U.S. consumers would pay only a very small price for higher gasoline, said he did not care about hitting Iran's economy before the midterms, and said the U.S. has made a lot of money from tariffs.

2026-08-15

Trump said he will soon declare the Strait of Hormuz "U.S. territory" after defeating Iran. He called a blockade of Iran "unstoppable" and a "wall of steel," and said the U.S. is fully prepared to respond to Iran, will not allow Iran to continue related actions or to acquire nuclear weapons. He said U.S. consumers would pay only a very small price for higher gasoline, said he did not care about hitting Iran's economy before the midterms, and said the U.S. has made a lot of money from tariffs.

其他消息
2026-08-14

摩根大通认为,AI带来的存储需求正在从GPU进一步扩散至AI CPU,这可能成为市场尚未充分计入的下一轮需求增量。报告预计,AI CPU相关单位市场规模未来复合增速可达约155%,意味着存储需求不再只依赖GPU和HBM这一条主线。 与此同时,为满足HBM需求,DRAM晶圆产能正在持续向HBM倾斜 ,摩根大通预计其占比到2028年底可能升至约32%。虽然整体DRAM月产能预计从2025年底约190万片扩张至2028年底约285万片,但新产能从建设到量产通常仍需要约2—2.5年。 因此,AI存储周期的关键变化在于:需求正在从单一GPU向更多计算平台扩散,而供给扩张存在明显时间滞后。如果AI CPU需求按预期增长,存储紧张和高价格环境持续时间可能长于传统周期经验。

2026-08-14

Mexico President Sheinbaum said U.S. visa revocations are being used as a political tool.